CallTools.com’s Preview Dialer keeps things simple. Focus on the calls you need to make, not fighting with the software. The distraction-free dashboard includes only the features you need to succeed. With third-party integrations, it’s easy to export client data to your existing CRM. The in-app CRM also manages customer relationships, including call logs and notes for each customer.

What is a Preview Dialer?

A preview dialer is as easy as dialing gets. Using a preview dialer eliminates the need to dial numbers by hand. Instead, upload your list of customers or clients into the system. Search for a specific contact, or scroll through each one, then click to call them one-by-one. With a cloud-based preview dialer, there is no need for intensive hardware setup; all you need is a headset and a computer. We’ll handle the software updates, you handle your calls.

Preview dialers are great for small businesses seeking a way to manage their phone interactions. If you’re calling students’ parents, reminding clients of appointments, or updating customers’ information, preview dialing is perfect for your business.

Start Dialing in 3 Easy Steps

Upload Your Contacts

Login to Your Agent Dashboard

Start Dialing

Smart Contact View

One-Click Dialing

See only the information necessary for making successful calls. Cycle through each contact or search for a specific name. Access notes for each contact and edit or update any contact details. View appointments and receive reminders in real-time. All accessible directly from the dashboard.

Target Dialing — The Latest in Preview Dialing

Take control of your communication by combining your dialing and CRM into one. Leave traditional phone calls behind in favor of a solution that meets your needs. You can simplify your dialing while maximizing your productivity. Stay on top of customer relationships with accessible data every time you call.

With the newly-improved preview dialer, you can create lists as specific as your needs. Limit dialing to those you need to call, based on:

Business Hours

Time Zones

State

Area Code

And More!

Preview Dialing for Call Centers

If you run a smaller call center, CallTools.com’s preview dialer may be enough to meet your needs. If the fully-equipped predictive dialer is too powerful for your center, the preview dialer can supplement. Remain active and engaged with your customers while you dial, with their information available at your fingertips.

You can use the preview dialer to qualify leads in an effective manner. Though using a preview dialer takes more time than a predictive dialer, an agent can navigate IVRs and correctly identify voicemail boxes every time. Predictive dialers handle large lists faster but eliminate your control. Preview dialers bring precision and control back into your hands.